Aleithia Keltner Email & Phone Number

Morton, Il, Us

Bourbonnais, Illinois, United States

Utilized Microsoft Excel, SharePoint, and Word daily to streamline and manage operational tasks and client services. Trained new hires and interns on standard processes, fostering team efficiency and knowledge transfer. Managed quarterly SharePoint and client projects, ensuring seamless organization and timely completion. Oversaw and processed beneficiary paperwork with accuracy and confidentiality. Administered StoneCastle (Keep Cash) client deposits and corresponding paperwork to maintain compliance and client satisfaction. Assisted the client service team by addressing client phone inquiries, delivering excellent customer service. Maintained strict confidentiality across advisors and clients, upholding trust and professionalism. Collaborated with the operations team to issue client paperwork promptly and accurately. Prepared detailed account summaries for clients' annual reviews with their advisors, ensuring comprehensive account analysis.

Morton, Illinois, United States

Worked with fellow team members to set up displays and manage cash register during shifts. Ensured that all cash was accounted for and reported any errors to management. Utilized organizational skills to count inventory and set up displays. Trained new employees on daily activities and processes such as display set up and cash register operations.

Pekin, Illinois, United States

Worked with the circuit clerk team to file paperwork and other miscellaneous items. Developed an organizational system to keep attorney case files organized and easily accessible. In charge of county mailings for jury duty and other civic tasks.

Bachelor Of Science - Bs, Accounting, English; Minor, Junior

Activities and Societies: Volunteer Income Tax Associates, Shalom Project Ministries Trips, TYGR Student Editor, Accounting Club

Education record

Activities and Societies: National Honors Society, Key Club, Choir, Band, Learn to Lead, Theatre